Estate Planning

A new report highlights emerging trends in private philanthropy.

Many DAF donors don’t know that some sponsors allow their financial advisors to select and manage the investments in their accounts.

Seventy million baby boomers are preparing to pass an estimated $15 trillion in assets to younger cohorts in the next 10 years.

Which program will benefit your special needs client most?

The IRS collected $18.4 billion in such levies last year, though some experts say the increase was likely a one-year blip.

Should they be per account or per form?

Looking for chemistry in all the right places.

Failed charitable planning technique results in a malpractice claim.

Holding on to generational assets like mineral rights, rather than selling them off before you pass on, could hold several benefits for your beneficiaries.

Three key factors that help open doors.